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Financial advisors, brokers, business owners are facing an increasing demand for their services whilst dealing with increased competition.
Petra and the team at Koruna Assist have helped us revolutionize our back office and provide us with the capacity to scale our business quickly and effectively.
Do it! And look for somebody who has a reputation of results, processes, and accountability, and Koruna Assist has all of that!
Another great week with Ivy! Ivy is picking everything up very quickly and we can see her confidence growing. She has started to do more and more things and is always asking great questions to better understand the process. We encourage Ivy to keep asking the questions when she is unsure. Feedback from clients has been positive and the overall process is much more smooth with Ivy on board assisting us.
Macy has always been great. She holds responsibility for training Ericka, which I put my 100% trust in. Koruna Assist on the other hand has been smooth and very good since.
We can confirm we are happy with Dee’s overall performance with our team. She is always very helpful and positive and completes tasks in a very time efficient manner.
Things are going excellent and Marie is extremely efficient and great to work with.
I run a boutique mortgage brokerage and could not live without the support of the Koruna team in particular my outstanding staff they helped source, train and monitor weekly. Communication is top notch and the quality of my support staff is fantastic. Our business is more efficient and customer service experience as good as ever. Since partnering with Koruna we have continued to enjoy consistent flows of 5 star reviews which is largely due to their involvement. Definitely recommend thanks again for your support!
We love Meryll- Meryll is wonderful and incredibly efficient. We are looking to train her up to do more credit critical tasks. Very productive- always get everything done. Very hard worker. Beautiful personality. We love her! Fantastic at getting a big list of tasks done! WE think she has potential to do more complex tasks-always gives everything a go and asks questions. We will split her workload so hopefully more time to learn new task!
A professional company that maintains open and clear communication, provides exceptional service and a supportive and accommodating environment for their VA staff and clientele.
We’ve had an exceptional experience with our virtual
assistance services in the Philippines with Koruna Assist. The company has consistently been proactive and maintained rigorous security standards which is of the upmost important to our business . We took the opportunity when going on holidays to meet our VA, as she has become a really important part of our family business and we wanted to meet with her in persons. Everyone in the company that we have dealt with has been transparent and honest, making it a pleasure to deal with them.
Our VA is doing amazing and has settled in really well! She is proactive, knowledgeable, self motivated and punctual. Thank you for checking in with us and we feel very supported and grateful to have Christine on our team.
Sheina is always diligent and on top of all the ranks from this week and last week. She always knows where each file is up to which is making me able to concentrate on more business development work and appointments.
Zyra is thorough and understands the importance of cross checking information, data, policies and procedures along with identifying and meeting important deadlines. Zyra has shown that she fully understands the importance of excellent customer service which is evidenced via the rapport she builds with clients and the direct compliments she receives. Zyra is slowly developing confidence in her own ability to deal with situations that are outside the scope of her usual day to day tasks, which includes assessing the matter at hand and thinking of solutions without compromising the integrity of the business.
After discussion with Kevin, besides collecting data, information from my client; he completed a full application with no supervision: including calculations of Income, Funding, products comparison, email/text messages/ updates with clients. He also assisted with writing Best Interest Duty statement (with my review and approval), submitted AOL and we settled this refinance Home Loan with no problem. With his assistance, allowed me to expand on my commercial transactions and winning new business.
Outsourcing is a very broad term and it can mean a lot of things. But I think if I was specifically looking at working with Koruna Assist, they should feel quite confident in that process.
Have a conversation with Koruna Assist to sort the things that you’re worried about, they’ll help you work through them with you. They’ll give you an understanding of what you need to do to free up your time.
Principal of KLM Finance
Overall has been positive, once you have the right person there isn’t too much that is needed. The team is very responsive whenever there are questions asked. Has been amazing, very grateful
Director of Tanti Financial Services
Petra and her team have been a great addition to my Financial Planning business. Having my administration, document management and customer service handled by professionals allows me to not get bogged down and focus on new clients.
Petra is a phenomenal leader and Koruna is the best outsourcing firm in the industry. The growth we have achieved in our business could not have been done without the team at Koruna.
Mortgage Broker of Infocus
As a busy parent, juggling work and family responsibilities can be overwhelming. That’s why I was thrilled to discover Koruna Assist, a virtual assistant service that has been a game-changer for me. With their help, I’ve been able to streamline my admin tasks and free up precious time to spend with my loved ones.
Director of Inside Out Games
Working with koruna Assist has clear benefits but you do need to put in time and energy for your outsourcing strategy to work. You have to tell them the process that you want them to follow, and then they’ll do it.
If you’re on it at least jump on a call or have a chat because for us it was quite eye-opening. It’s really nice to think about the way this business is structured.
Qi Wealth has been using Koruna Assist for some time now and have been very impressed with the outcome and improvements to our workflows and administration. Petra has been brilliant in assisting our business and team to operate in a much more efficient manner. Very highly recommended!
Director of Financial Services, Qi Wealth
Due to a significant change in my practice where I closed the office with in-house support staff I spent less time on admin than I do now.
However, having stated this there was always going to be a trade-off from having actual staff in the office to having a virtual staff member.
If it were not for my VA and her efficiency and solid support, I could not have made this change.
Senior Financial Adviser of RI Advice
I have had a faultless experience with my VA, she has been a great asset to my business. She has helped give me back family time as well as keep my applications moving quickly through the systems.
Definitely an investment due to them being valuable team members in our business. We take the time to train them in our processes and systems and they have become wonderful operators.
I have engaged Petra to help take my business to the next level. Her ability to provide solutions and optimise my workflow has been fantastic. She is patient and very understanding and I can feel that she genuinely cares. You would be silly not to speak to Petra and the team at Koruna Assist. Would Recommend 10/10!!
Director of Sterling Grange Financial Planning
Petra and her team are highly knowledgable in helping you with offshore staff members. Her workaround process mapping is second to none and could be implemented for local teams as well. Her staff are warm and friendly and came to me highly recommended.
I would inturn do the same
Managing Owner of Pension Services